Perigon Wealth Management, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,430 shares of TOTL stock, worth $258,293. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,430
Previous 6,430
-0.0%
Holding current value
$258,293
Previous $258,000
0.39%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding TOTL
# of Institutions
342Shares Held
58.8MCall Options Held
100Put Options Held
0-
Signature Estate & Investment Advisors LLC7.07MShares$284 Million8.02% of portfolio
-
Morgan Stanley New York, NY5.09MShares$205 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.47MShares$99.2 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.45MShares$98.4 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.34MShares$94 Million0.05% of portfolio